Investment adviser · CRD 187519
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC
Investment adviser filing (IA)
TAMPA, FL, United States · Form ADV filed Mar 3, 2026
- Regulatory AUM
- $183M Form ADV · Item 5.F
- Client accounts
- 1,024 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 722 | $113,674,691 | 62.1% |
| High-net-worth individuals | 45 | $69,451,254 | 37.9% |
Filing source
Form ADV 2041892 · Mar 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 3, 2026. View historical filings
Reported services
Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
10015 GALLANT LANETAMPA, FL, 33625, United States
CRD 187519
Filing source
Form ADV 2041892 · Mar 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.